Banking and Financial Services Jobs in Mettawa, IL

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• Track, gate, and reconcile external spend vs contracted amounts.
  
• Resolve payment issues and manage outstanding balances.
  
• Utilize internal systems to create, collect, summarize, analyze, and consolidate payment history and reconcile with plans.
  
• Accurately enter plan and track actuals for invoice payments and milestone schedules.
  
• Work with cross-functional partners to ensure accurate spend tracking.
  
• Review contracts, purchase orders (POs), and vendor invoices to support financial tracking and invoice resolution.
  
• Support third-party vendors, outsourcing partners, and internal research teams.
  
• Coordinate across multiple projects, departments, and stakeholders.
  
• Challenge the status quo and ensure accuracy of final deliverables.
  
• Contribute to process improvement and operational efficiency initiatives.
  
• Maintain clear communication with internal teams and external partners regarding payments, invoices, and contracts.
  

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• Bachelor's or Associate's degree preferred. High School diploma considered if 5+ years of relevant experience.
  

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• 1-2+ years with Associate/Bachelor's degree OR 5+ years with High School diploma.
  
• Strong experience in SAP, preferably SAP S/4HANA.
  
• Strong proficiency in Excel (minimum 2+ years), including formulas, VLOOKUPs, and pivot tables.
  
• Experience with purchase orders, invoices, and vendor contracts.
  
• Background in contract financial management and spend reconciliation.
  
• Experience in invoice resolution and payment discrepancy handling.
  
• Familiarity with procurement processes and milestone-based vendor payments.
  

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• Strong analytical, organizational, and team skills; ability to work independently in a matrix environment.
  
• Excellent communication and coordination skills; comfortable interacting with multiple stakeholders.
  
• Ability to multi-task and adapt quickly to change.
  
• Familiarity with financial/accounting principles, budgets, and contracted spend.
  
• Strong attention to detail and accountability for accuracy.
  
• Comfortable reading and interpreting contracts.
  

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• Exposure to SAP S/4HANA, shopping cart creation, and purchase requisitions.
  
• Experience working in procurement, outsourcing, or business operations finance.
  
• Experience supporting scientific or research teams in a financial capacity (science knowledge not required).
  
• Familiarity with financial reporting tools.
  

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• Forecasting responsibilities are limited to invoice timing and milestone payments, not budget creation or financial planning.
  
• The role requires professional communication with scientists and other stakeholders to gather financial data for tracking and milestone forecasting.
  
• Industry experience is flexible-candidates from healthcare, pharma, or other industries with procurement, invoicing, and financial process experience are welcome.
  
• Strong purchasing experience can compensate for limited SAP shopping cart experience; training will be provided.
  

The Public Safety Security & Loss Prevention Internship Program offers students and aspiring professionals hands-on experience in security operations, guest safety, and asset protection within a dynamic environment. Interns will work alongside seasoned professionals to develop practical skills in surveillance, incident response, and theft prevention while gaining insight into the operational aspects of a large-scale facility.

• Consistent attendance and adherence to the posted schedule is a job requirement. Includes attendance of Park Discovery training, Security department training, and Security in-service training.
• Must meet all Human Resources requirements for internship program, including attendance of intern events/meetings.
• Maintain Park grooming and appearance standards in accordance with policies set forth by the Human Resources department. Maintain department uniform guidelines in accordance with policies set forth by the Security department.
• Interact with guests, team members, and Park management on a daily basis. Work with a diverse team and cooperate with all team members and Park management.
• Communicate effectively with guests – able to answer basic questions and give directions. Proactively approach guests to offer assistance, recommendations, and conversation.
• Communicate effectively with team members and Park management – able to relay information or respond to inquiries in person, by phone, and by portable radio.
• Complete all required Six Flags Public Safety - Security certification tests.
• Work fixed positions designed to monitor guest entry and exiting:
  • Properly and consistently screen all guests via metal detection and according to department policy. Includes enforcement of prohibited items, guest behavior, and dress code policies.
  • Work efficiently to screen guests in order to minimize the wait time to enter the Park.
• Work fixed positions designed to monitor team member and visitor entry/exit (backstage gates):
  • Validate team member entry by checking Park issued ID cards and vehicle stickers.
  • Validate visitor entry by following established clearance procedures and coordinating visitor appointments with Park management.
• Work patrol positions designed to respond to security-related incidents, emergencies, and calls for assistance:
  • Assist guests with problem-solving and Park policy interpretation.
  • Monitor and enforce adherence to Park policies, specifically related to guest code of conduct and ride safety.
  • Rapidly respond to emergencies or calls for assistance according to department policy and/or at the direction of department management.
• Work toll and mobile positions designed to monitor the guest parking lot and toll lanes:
  • Operate hand-held electronic device to scan passes for parking.
  • Operate touch-screen point of sale (POS) system for credit/debit card transactions.
  • Monitor and control access to preferred/membership parking area.
  • Direct inbound/outbound vehicle traffic safely by using proper/visible hand signals and traffic control devices (i.e. cones, directional signs, etc.).
  • Monitor overall traffic flow and parking lot capacity. Adjust traffic flow as needed or directed.
• Work positions designed to assist Lost Services:
  • Monitor lost children brought to the post until they are reunited with parent/guardian.
  • Assist parents/guardians searching for lost children and keep accurate record of all children reported lost.
  • Properly handle lost items, including valuables and currency that are turned into Lost & Found and/or Security.
  • Enter lost item reports into web-based lost and found tracking database (Chargerback System). Update reports as needed.
• Work fixed position designed to support and administer overall Security operation:
  • Answer and screen incoming phone calls. Transfer calls and take/deliver accurate phone messages.
  • Monitor all Security and Park radio traffic. Answer radio calls and provide appropriate responses. Includes dispatching and coordinating response to security-related calls for service, emergencies, and requests for assistance.
  • Broadcast information, alerts, and/or messages over all Park radio channels as directed.
  • Create and track calls for service in computer dispatch system. Accurately account for active calls for service, officer assignments, and officer locations at all times.
  • Monitor Park alarm system, surveillance systems, and weather tracking/alert system.
• Work alongside the Loss Prevention Investigators:
  • Monitor surveillance systems.
  • Gain an understanding of fixed and mobile surveillance efforts, including CCTV installation and maintenance.
  • Collect information from fixed surveillance, overt and covert camera systems, undercover operatives, secret shoppers, and field agents to assist in employee investigative interviews.
  • Assist or facilitate investigations and investigative interviews of employees who have been shown to be involved in impropriety.
• Work with Loss Prevention Undercover Agents:
  • Conduct shoplifting surveillance and shoplifter detention.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Financial Planner  Buffalo Grove, ILFinancial Planner  Buffalo Grove, IL

Experience level: Associate

Experience required: 3 Years

Education level: Bachelor’s degree

Job function: Finance

Industry: Financial Services

Compensation: $121,000 - $150,000

Total position: 1

Visa sponsorship eligibility: No

Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner.

Who We Are:

Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?

Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience.

We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.

Our core team beliefs & mission are:

• Our clients’ financial security and peace-of-mind is always our #1 focus
• Over-attentiveness and client responsiveness is of the highest importance
• Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
• It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

Job Summary:

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

Day-to-Day Job Function:

• Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
• Service all client needs, requests, questions, and updates
• Prepare comprehensive financial plan recommendations
• Prepare and develop robust retirement income plans and retirement plan tracking
• Prepare investment portfolio summaries and asset allocation analyses
• Meet regularly with clients to establish trusting, supportive relationships
• Prepare and analyze various financial planning reports
• Utilize tax planning software to assess client tax situations and tax strategies
• Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
• Oversee preparation of various one-off analysis requests
• Handle a variety of other financial planning related analyses and services as needed
• Collaborate with team members and advisors on client cases
• Conduct regular client reviews according to their assigned Service Model
• Proactively check-in with clients throughout the year to ensure all client needs are met

What we seek in a candidate:

• 3+ years of experience working with clients as a Financial Planner required
• Series 65 or Series 66 license required
• CERTIFIED FINANCIAL PLANNER™ preferred
• CFP is a designation requirement to be obtained within 2 years from hire date
• Life Insurance license preferred
• Life insurance license must be obtained within 6 months from hire date
• Bachelor's Degree from an accredited college or university
• Strong passion for financial and retirement planning
• Enjoys working with numbers, spreadsheets and planning analysis
• Very strong Microsoft Excel experience and familiarity
• Highly detail-oriented and accurate
• Must be capable of multi-tasking and tracking multiple items/projects at the same time
• Friendly, outgoing, and able to build and maintain strong relationships

Position perks:

• Competitive base salary with performance-based bonuses
• Paid time-off
• Health, dental, vision insurance
• 401(k) with company matching program
• Mentoring from firm owners and senior advisor
• Career growth and advancement opportunities
• Competitive Paid time off
• Business Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours
• Supportive, family-oriented company culture
• Unlimited snacks and drinks available in - office
• Access to free Starbucks coffee machine throughout your work week shifts

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• Life Insurance License
• CFP (Preferred)
• Series 65 or 66 (Required)

Ability to Relocate:

• Buffalo Grove, IL 60089: Relocate before starting work (Required)

Work Location: In person

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